Performance Analyst II

As one of the world’s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world.

If you're looking for challenging work, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco. Make a difference every day!

Job Description

Key Responsibilities / Duties:

• Under the direct supervision of the manager, the incumbent will provide professional support to partners and investment managers through timely and accurate delivery of performance and analytics.
• Manage calculation and analysis of complex reporting situations using experience and performance reporting query tools.
• Responsible for the completion of any specific report, resolution of any issues that arise during the normal quality assurance checks and communication of this information to all interested parties.
• Manages and identifies procedural or operational inefficiencies, recommends and coordinates process improvement solutions. Actively participates or leads special and strategic projects.

Formal Education/Qualifications: 

A qualified candidate will possess a Bachelors or Master's degree or an equivalent certificate with concentration in Accounting, Finance, Management and Mathematics.

License/Registration/Certification: (minimum requirement to perform job duties)        

• None

Work Experience / Knowledge: 

• A minimum of 4 years’ experience in Investment Management industry is preferred.
• Profound understanding of global Investment products.
• Prepare Performance, Attribution and Analytics report and provide summary to CPM’s, Fund Managers.
• Collaborate with our business partners to understand the requirements of the Portfolio Managers, Client Reporting, Marketing and Sales team and implement those changes in the workflow to help them carry out their daily activities seamlessly.
• Create Weekly and Monthly Market Review, Strategy and Board meeting reports for Portfolio Managers and Sr Management.
• Calculation and interpretation of MPT Statistics.
• Understanding of risk models/methodologies.
• Knowledge on Portfolio return’s reconciliation & investigation process down to the security level.
• Experience on applications like Factset, Blackrock Aladdin, Bloomberg PORT, BARRA etc. preferred.
• Knowledge on fundamental industry classifications like GICS, BICS, ICB etc. And ability to create custom breakdowns.
• Knowledge on Indices/ability to create/setup custom benchmarks.

Skills / Other Personal Attributes Required:

• A general knowledge of performance measurement, accounting theory and practices is preferred. S/he must be proficient with Microsoft Office, including Word, Excel, Access, and PowerPoint.
• Demonstrates a high degree of growth mindset & adaptability to change and innovation. Seeks to understand change and its implication and benefits, then adapts behavior to support the change.
• Open minded, flexible, and able to work in a fast-paced dynamic environment.
• The ability to contribute in a team environment is critical.

Working Conditions:

• Normally works a regular schedule of hours, however hours may vary depending upon the project or assignment.
• Hours include alternate shift work, evenings and/or weekends and may include 24 hour a day on call support by cell phone.

Competency Requirements – Invesco Core:

• We are purely focused on delivering a superior investment experience for clients.
• We earn trust by acting with integrity.
• We value our employees and their diverse perspectives.
• We achieve more by working together across the office and around the globe.
• We are passionate in our continuous pursuit of performance excellence.

Reviewed By:         

Disclaimer: The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification.  It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. Incumbents may be required to perform other duties as deemed appropriate by the supervisor from time to time.

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

YesWorkplace Model

At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least three days a week, with two days working outside an Invesco office. 

Why Invesco

In Invesco, we act with integrity and do meaningful work to create impact for our stakeholders. We believe our culture is stronger when we all feel we belong, and we respect each other’s identities, lives, health, and well-being. We come together to create better solutions for our clients, our business and each other by building on different voices and perspectives. We nurture and encourage each other to ensure our meaningful growth, both personally and professionally. 

We believe in diverse, inclusive, and supportive workplace where everyone feels equally valued, and this starts at the top with our senior leaders having diversity and inclusion goals. Our global focus on diversity and inclusion has grown exponentially and we encourage connection and community through our many employee-led Business Resource Groups (BRGs).  

What’s in it for you? 

As an organization we support personal needs, diverse backgrounds and provide internal networks, as well as opportunities to get involved in the community and in the world. 

Our benefit policy includes but not limited to: 

• Competitive Compensation 
• Flexible, Hybrid Work 
• 30 days’ Annual Leave + Public Holidays 
• Life Insurance 
• Retirement Planning 
• Group Personal Accident Insurance 
• Medical Insurance for Employee and Family 
• Annual Health Check-up 
• 26 weeks Maternity Leave 
• Paternal Leave 
• Adoption Leave 
• Near site Childcare Facility 
• Employee Assistance Program 
• Study Support 
• Employee Stock Purchase Plan 
• ESG Commitments and Goals 
• Business Resource Groups 
• Career Development Programs 
• Mentoring Programs 
• Invesco Cares 
• Dress for your Day 

In Invesco, we offer development opportunities that help you thrive as a lifelong learner in a constantly evolving business environment and ensure your constant growth. Our AI enabled learning platform delivers curated content based on your role and interest. We ensure our manager and leaders also have many opportunities to advance their skills and competencies that becomes pivotal in their continuous pursuit of performance excellence. 

To know more about us 

About Invesco: https://www.invesco.com/corporate/en/home.html 

About our Culture: https://www.invesco.com/corporate/en/about-us/our-culture.html 

About our D&I policy: https://www.invesco.com/corporate/en/our-commitments/diversity-and-inclusion.html 

About our CR program: https://www.invesco.com/corporate/en/our-commitments/corporate-responsibility.html 

Apply for the role @ Invesco Careers: https://careers.invesco.com/india/